Vanguard Personalized Indexing Management’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.47M Buy
53,103
+11,609
+28% +$320K 0.02% 689
2025
Q1
$1.18M Buy
41,494
+10,547
+34% +$299K 0.02% 704
2024
Q4
$1.29M Buy
30,947
+7,398
+31% +$308K 0.02% 660
2024
Q3
$1.57M Sell
23,549
-6,955
-23% -$465K 0.03% 558
2024
Q2
$3.62M Buy
30,504
+6,339
+26% +$753K 0.07% 248
2024
Q1
$2.58M Buy
24,165
+8,023
+50% +$855K 0.06% 319
2023
Q4
$1.61M Buy
16,142
+1,820
+13% +$181K 0.04% 428
2023
Q3
$1.48M Sell
14,322
-1,575
-10% -$163K 0.04% 398
2023
Q2
$1.93M Sell
15,897
-780
-5% -$94.8K 0.06% 323
2023
Q1
$2.56M Sell
16,677
-1,424
-8% -$219K 0.09% 226
2022
Q4
$3.25M Buy
18,101
+1,683
+10% +$302K 0.13% 146
2022
Q3
$1.94M Sell
16,418
-1,028
-6% -$122K 0.09% 236
2022
Q2
$2.49M Buy
17,446
+3,369
+24% +$481K 0.12% 168
2022
Q1
$2.43M Buy
14,077
+3,714
+36% +$640K 0.12% 159
2021
Q4
$2.63M Buy
10,363
+2,037
+24% +$517K 0.16% 111
2021
Q3
$3.2M Buy
8,326
+810
+11% +$312K 0.29% 57
2021
Q2
$1.77M Buy
7,516
+2,846
+61% +$669K 0.18% 112
2021
Q1
$612K Buy
4,670
+1,364
+41% +$179K 0.09% 260
2020
Q4
$345K Buy
+3,306
New +$345K 0.08% 316